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Byrne Hobart - FTX, Drugs, Twitter, Taiwan, & Monasticism
Dwarkesh Podcast
Quantitative Strategies Are More Successful When You're Using Micro Level Observations
Quants are all these micro level observations like you could be a quant who does not actually know what the numbers mean. A lot of quantitative strategies that have theories behind them tend to blow up more rarely because they sort of know why the strategy works and then they know why it'll stop working. The greats have some synthesis of the two and it probably leans more towards big worldview than towards micro level observations so i think on the other end like if you have these just theory driven views usually what kills these totally abstract theory driven views is time.
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